Despite the loss of a comanager, MFS Growth is still buoyed by a pair of adept comanagers, and it remains a strong option for investors seeking U.S. large-growth exposure.
MFS Growth R1 MFELX
- NAV / 1-Day Return 127.68 / −0.98 %
- Total Assets 42.9 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.600%
- Distribution Fee Level High
- Share Class Type Retirement, Small
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 25%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0
Morningstar’s Analysis MFELX
Will MFELX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 57.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 14.13 | 6.2 Bil | Technology |
NVIDIA Corp | 8.40 | 3.7 Bil | Technology |
Amazon.com Inc | 6.73 | 3.0 Bil | Consumer Cyclical |
Meta Platforms Inc Class A | 5.74 | 2.5 Bil | Communication Services |
Alphabet Inc Class A | 5.55 | 2.4 Bil | Communication Services |
Apple Inc | 4.89 | 2.1 Bil | Technology |
Mastercard Inc Class A | 3.83 | 1.7 Bil | Financial Services |
Visa Inc Class A | 3.17 | 1.4 Bil | Financial Services |
Eli Lilly and Co | 2.84 | 1.2 Bil | Healthcare |
Boston Scientific Corp | 2.01 | 880.6 Mil | Healthcare |